SEAFARER CAPITAL PARTNERS, LLC
SEAFARER CAPITAL PARTNERS, LLC runs SEAFARER CAPITAL PARTNERS, LLC and currently holds 9 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $433.94M. Their top holdings are ITUB, BUD, BAP, ABEV, XP. The top five represent 91.0% of reported portfolio weight. SEAFARER CAPITAL PARTNERS, LLC ranks #710 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 2 positions. Their current best-performing preview position is BUD with returns of +18.78%.
9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
ITUB Itau Unibanco H Spon PRF | 20.54% | $3.70 | $7.48 | +102.03% | Held |
BUD Anheuser Busch Inbev SA NV | 19.63% | $56.86 | $78.94 | +38.83% | Held |
BAP BAP US | 18.75% | $133.08 | $379.00 | +184.79% | Trimmed -9.53% |
ABEV Ambev - SA | 17.42% | $2.41 | $2.87 | +19.09% | Trimmed -14.25% |
XP XP Inc. | 14.65% | $14.96 | $16.80 | +12.30% | Added +3.71% |
HDB HDFC Bank LTD | 6.83% | $31.30 | $23.60 | -24.62% | Held |
ARCO ARCOS DORADOS HOLDINGS | 0.74% | $7.91 | $7.96 | +0.63% | Held |
KOF COCA-COLA FEMSA SAB-SP ADR | 0.71% | $60.41 | $112.09 | +85.55% | Held |